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2980 Ne 207Th St Suite 809, Aventura, FL 33180 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-09-17 |
Branch Locations
2980 Ne 207Th St Suite 809, Aventura, FL 33180 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Leumi Investment Services | Aventura | FL | 02/2007 | 03/2021 |
| Bank Leumi Usa A.k.a Leumi Investment Services | Aventura | FL | 02/2007 | 03/2021 |
| 1818 Private Client Group, Llc | Aventura | FL | 09/2021 | Present |
| 1818 Private Client Group, Llc | Aventura | FL | 09/2021 | Present |
| Unemployed | Aventura | FL | 03/2021 | 09/2021 |
1. Rental Property: LZ INVESTMENT CAPITAL LLC / Investment related: No / Address: 1953 NW 72nd Way, Hollywood, FL 33024 / Description of the Business: a company which owns several rental properties and receives passive rental income/ Duties: Collect rental income from tenants / Position tittle: Manager (50% owner)/ Start date with the business: 05/02/2013/ Hours per month devoted to business during trading hours: 0 / Hours devoted to business outside trading hours 2 ; Percentage of total yearly compensation expected to be derived from the business: 1%. 2. Business Developer: ARI FINANCIAL GROUP / Investment Related: Yes / Address: 2980 NE 207th St #808, Aventura, FL 33180/ Description of the Business: Insurance Agency / Duties: Introducing clients to Ari Financial Group / Position title: Business Developer/ Start date with business: 01/02/2021 /Hours per month devoted to business during trading hours: 5 / Hours devoted to business outside trading hours: 15; Percentage of total yearly compensation expected to be derived from the business: 15 %. 3. Real Estate Venture: DEF 33 SE 4 LLC / Investment related: No / Address: 33 SE 4th St, Boca Raton FL 33432 / Description of the Business: Real estate land venture in Boca Raton, FL which will be dissolved in July 2023 / Duties: private loan Mr. Zvika Feldman gave two years ago backed by a real-estate property / Position Title: Member / Start date with business: 01/27/2022; Hours per month devoted to business during trading hours: 0 /Hours per month devoted to business outside trading hours: 0/ Percentage of total yearly compensation expected to be derived from the business: 0%.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-07-16 |
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